Customer Success Manager

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Lebenslauf hochladen

Aico - Intelligent Financial Close Automation

WebsiteLinkedInAlle Stellen

11 - 50 Mitarbeiter

🏗️ Bauwesen

🏭 Fertigung

📦 Logistik

💰 Private Equity Round im 2016-12

Construction • Manufacturing • Logistics

Aico, der künstlich intelligente Mitarbeiter, bringt disruptive digitale Transformation in Finanzabteilungen von mittelständischen und großen Unternehmen auf der ganzen Welt.

Beschreibung

• Own the end-to-end relationship for a portfolio of clients post-implementation, acting as their primary point of contact • Help design and establish our Customer Success playbook, processes, and success metrics from the ground up • Develop and execute success plans for each account, aligning Pacera's platform capabilities to client goals • Drive platform adoption by proactively identifying underused features and working with clients to embed them into their workflows • Monitor account health using usage data and engagement signals, flagging at-risk accounts early and building mitigation plans • Lead renewal conversations and processes, ensuring high retention rates across your portfolio • Identify and progress upsell and expansion opportunities, working closely with Sales to convert them • Build strong relationships with key finance stakeholders (CFOs, Controllers, FP&A leads), positioning yourself as a trusted advisor on Consolidation, Month End Close, and FP&A best practices • Run regular business reviews with clients to demonstrate value delivered and align on future priorities • Gather and relay client feedback to Product and Engineering to influence the roadmap, given we're still early in our product journey • Help evaluate and select the tools and technology that will underpin Customer Success as we scale (e.g. CRM, health-scoring, engagement platforms) • Collaborate with the Implementation/Consulting team to ensure smooth handover from onboarding to steady-state success • Maintain accurate records of account status, risks, and opportunities, contributing to the systems we put in place

🎯 Anforderungen

• 3-5 years of experience in a Customer Success, Account Management, or client-facing role, ideally within B2B SaaS • Prior experience in an early-stage or scale-up environment, with a track record of building processes rather than just following them • Comfortable with ambiguity and enjoys the challenge of building something new, rather than stepping into a fully formed function • Experience managing a portfolio of accounts against retention, adoption, and revenue growth targets • Strong understanding of finance processes, particularly Consolidation, Month End Close, and/or FP&A (or a strong willingness to learn quickly) • Excellent relationship-building and communication skills, with the confidence to engage senior finance stakeholders • Commercially minded, with experience identifying and progressing upsell/expansion opportunities • Data-driven approach to managing accounts, comfortable using usage/health metrics to inform action, even where tooling is still evolving • Bachelor's degree, accounting qualification (e.g. ACA, ACCA, CPA) or big 4 audit background preferred

🏖️ Vorteile

• Strong benefits package including flex hours and wellness allowances • Competitive compensation package